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rosemountbomber

02/02/26 6:26 PM

#2606 RE: Stumblebum #2605

Stumble and I see problem 3 with so many small cos that have their head set on GIA. Ultimately, because they can never launch a drug like BP can, sales drag and as time passes, new alternatives arise and BP then becomes interested in the new shiny thing not the thing that has been stagnating. There is a small window for selling to BP - miss it and you are screwed.

Also I never answered you with respect to GERN. But over the last 15 years, I can't remember how many times I bought into that stock only to get fatigued waiting and selling out.
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Whalatane

02/02/26 8:21 PM

#2611 RE: Stumblebum #2605

UNCY to GERN is apples to oranges ...they are both fruit ( drugs ) but thats about it
GERN

Stiff Competition: Rytelo struggled to gain market share against established competitors like Bristol Myers Squibb’s Reblozyl, which remains the preferred choice for many physicians due to its safety profile.
Safety and Dosing Barriers: Physicians cited concerns over cytopenia (low blood cell counts) and the inconvenience of the drug’s IV infusion requirement every four weeks as reasons for not prescribing it more broadly.



There are no issues with the OLC safety profile ...in fact it probably has fewer side effects than others like Xphozah.
OLC is a small pill ..swallowed ...its not a monthly infusion

AND ,,in TDAPA theres no prior approval hurdle . Theres no insurer saying we need you to fail on Reblozyl first before we cover GERN's drug .
AND GERN's drug has low blood cell counts ...or risk of ...and you wonder why MD's are cautious about prescribing it ?

Kiwi